Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ELC (Entergy Louisiana LLC Pref) | NA | -12.21% | -5.69% | nan% | nan% | nan% | NA | … | … |
Data as of 03/30/2015, Common starting date is 10/07/1998
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ELC (Entergy Louisiana LLC Pref) | 10/07/1998 | 03/30/2015 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -3.85 | -12.21 | -5.69 | nan | nan | nan | NA | … | … | 17.06 | -17.58 | -30.90 | 11.07 | -23.77 | -5,478.05 | -12.50 | 8.64 | -51.09 | 11.89 | -46.37 | -19.93 | 14.86 | 42.76 | 67.88 | 29.51 | -42.18 | -0.80 |
| Sharpe Ratio | NA | -0.01 | -0.01 | NA | NA | NA | NA | … | … | 3.01 | -0.02 | -0.61 | 0.29 | -0.01 | NA | -0.31 | 0.15 | -0.92 | 0.12 | -2.27 | -0.90 | 0.90 | 1.40 | 2.23 | 0.46 | -0.62 | -0.07 |
| Standard Deviation(%) | NA | 975.69 | 562.31 | NA | NA | NA | NA | … | … | 31.19 | 975.76 | 50.83 | 38.80 | 3,409.99 | NA | 41.17 | 50.84 | 59.06 | 70.52 | 21.41 | 23.16 | 15.69 | 29.83 | 29.99 | 55.00 | 73.46 | 86.78 |
| Draw Down(%) | NA | 99.89 | 99.89 | 4,750.51 | 1,722.66 | NA | NA | … | … | 5.07 | 99.89 | 6.25 | 5.00 | 99.99 | 4,750.51 | 22.06 | 33.33 | 61.24 | 42.45 | 49.08 | 33.67 | 9.83 | 25.36 | 10.04 | 26.60 | 50.13 | 23.10 |
| Yield(%) | 7.14 | 6.52 | 5.52 | 60,277.78 | 6,368.31 | 20,176.19 | 9,049.35 | … | … | 8.70 | 4.57 | 6.62 | 2.67 | 64,935.06 | 28,051.95 | 0.00 | 0.00 | 0.00 | 0.00 | 0.72 | 6.63 | 7.83 | 13.92 | 27.53 | 30.60 | 16.63 | 10.63 |
Data as of 03/30/2015, Common starting date is 10/07/1998
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ELC (Entergy Louisiana LLC Pref) |
-40.60%
Mar 2005 – Mar 2008 |
-27.45%
Mar 2003 – Mar 2008 |
-7.54%
Feb 1999 – Feb 2009 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ELC (Entergy Louisiana LLC Pref) |
1,750.75%
Jan 2011 – Jan 2014 |
26.49%
Aug 1999 – Aug 2004 |
-1.68%
Aug 1999 – Aug 2009 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart